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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,264 | $73,978+135.6% | $96,515+80.6% | $75,173+131.8% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 16.22% | 26.72%-10.5pp | 35.73%-19.5pp | 160.72%-144.5pp |
| Employer contribution / active EE | $8,210 | $2,931+180.1% | $3,740+119.5% | $2,671+207.4% |
| Participant deferral / active EE | $11,172 | $3,660+205.2% | $4,880+129.0% | $4,126+170.8% |
| Admin fee / account holder | $6,650 | $5,219+27.4% | $6,735-1.3% | $5,651+17.7% |